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iShares Select Dividend ETF
DVY

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
501
Keudell/Morrison Wealth Management
Oregon
$1.1M -$1.29K -10 -0.1%
PCG
502
Prosperity Consulting Group
Maryland
$1.1M +$1.05M +8,132 New
FCH
503
Freestone Capital Holdings
Washington
$1.09M +$26.9K +208 +3%
ICM
504
Islay Capital Management
Texas
$1.09M +$5.69K +44 +0.5%
PTC
505
Private Trust Company
Ohio
$1.08M +$26.8K +207 +3%
QCM
506
QRG Capital Management
Illinois
$1.08M +$24.4K +189 +2%
RPWA
507
Regent Peak Wealth Advisors
Georgia
$1.08M – – –
AWM
508
Alterna Wealth Management
Texas
$1.07M – – –
LC
509
Lindbrook Capital
California
$1.07M -$12.9K -100 -1%
CB
510
Cadence Bank
Mississippi
$1.06M +$1.01M +7,845 New
DW
511
Dodds Wealth
Colorado
$1.05M +$11.6K +90 +1%
WAG
512
Winthrop Advisory Group
Massachusetts
$1.05M +$8.02K +62 +0.8%
PS
513
Planned Solutions
California
$1.05M +$3.75K +29 +0.4%
AIC
514
Archer Investment Corporation
Indiana
$1.05M +$646 +5 +0.1%
BFA
515
Beacon Financial Advisory
Ohio
$1.05M +$6.98K +54 +0.7%
SNBOSD
516
Security National Bank of So Dak
Iowa
$1.04M – – –
SIMC
517
Squire Investment Management Company
Utah
$1.04M +$151K +1,170 +18%
FFS
518
Founders Financial Securities
Maryland
$1.04M -$743K -5,747 -43%
ABC
519
Associated Banc-Corp
Wisconsin
$1.04M -$37.5K -290 -4%
VCM
520
Virtue Capital Management
Tennessee
$1.04M -$136K -1,050 -12%
LT
521
Legacy Trust
Michigan
$1.04M – – –
AF
522
Apollon Financial
South Carolina
$1.03M +$2.59K +20 +0.3%
EB
523
Eastern Bank
Massachusetts
$1.02M +$981K +7,588 New
OAS
524
Optivise Advisory Services
Tennessee
$1.02M – – –
BCWM
525
Bartlett & Co Wealth Management
Ohio
$1.02M -$62.2K -481 -6%
19 20
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